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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,140 | $81,643+69.2% | $70,462+96.0% | $158,950-13.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.75% | 208.51%-191.8pp | 109.08%-92.3pp | 302.91%-286.2pp |
| Employer contribution / active EE | $9,088 | $3,218+182.4% | $2,737+232.0% | $4,762+90.9% |
| Participant deferral / active EE | $4,315 | $4,555-5.3% | $3,710+16.3% | $5,983-27.9% |
| Admin fee / account holder | $52,657 | $6,194+750.2% | $3,845+1269.4% | $11,248+368.1% |